Lockheed Martin Corp
LMT- Exchange
- NYSE
- Industry
- Guided Missiles & Space Vehicles & Parts
- SEC CIK
- 0000936468
In the last 90 days, Lockheed Martin Corp insiders filed 0 open-market purchases and 2 sales; 2,795 institutions reported holding it in 13F filings for Q2 2026, worth $88.3B in total; superinvestors Markel Group and ARK Invest hold it.
13F holders, Q4 2023
Institutional positions in Lockheed Martin Corp as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,448
- +213 vs. Q3 2023
- Shares held
- 178.6M
- −3.81M (−2.1%) vs. Q3 2023
- Total value
- $80.9B
- +$6.32B (+8.5%) vs. Q3 2023
- New holders
- 319
- 919 more added
- Sold out
- 106
- 901 more reduced
31 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LMT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,795 | $88.3B |
| Q1 2026 | 2,938 | $104.3B |
| Q4 2025 | 2,732 | $82.6B |
| Q3 2025 | 2,587 | $84.9B |
| Q2 2025 | 2,609 | $80.2B |
| Q1 2025 | 2,570 | $77.5B |
| Q4 2024 | 2,696 | $84.8B |
| Q3 2024 | 2,604 | $101.8B |
| Q2 2024 | 2,435 | $81.5B |
| Q1 2024 | 2,420 | $80.1B |
| Q4 2023 | 2,448 | $80.9B |
| Q3 2023 | 2,266 | $74.9B |
| Q2 2023 | 2,308 | $85.8B |
| Q1 2023 | 2,283 | $90.1B |
| Q4 2022 | 2,322 | $95.7B |
| Q3 2022 | 2,132 | $76.4B |
| Q2 2022 | 2,182 | $85.6B |
| Q1 2022 | 2,180 | $88.2B |
| Q4 2021 | 2,063 | $71.5B |
| Q3 2021 | 1,922 | $70.3B |
| Q2 2021 | 1,986 | $78.0B |
| Q1 2021 | 1,956 | $77.7B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Lockheed Martin Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbour Trust & Investment Management Co | 3,118 | $1.41M | 0.20% | +3,118 | New |
| Compton Wealth Advisory Group, LLC | 3,117 | $1.41M | 0.44% | −270−8.0% | Reduced |
| Cahill Financial Advisors Inc | 3,113 | $1.41M | 0.21% | −826−21.0% | Reduced |
| Nations Financial Group Inc, | 3,105 | $1.41M | 0.13% | −137−4.2% | Reduced |
| Intrua Financial, LLC | 3,093 | $1.40M | 0.22% | −10−0.3% | Reduced |
| Augustine Asset Management Inc | 3,060 | $1.39M | 0.61% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 3,055 | $1.38M | 0.87% | +25+0.8% | Added |
| Proficio Capital Partners LLC | 3,052 | $1.38M | 0.17% | +34+1.1% | Added |
| Eagle Rock Investment Company, LLC | 3,047 | $1.38M | 0.28% | +6+0.2% | Added |
| Royal Fund Management, LLC | 3,023 | $1.38M | 0.17% | +93+3.2% | Added |
| Stiles Financial Services Inc | 3,028 | $1.38M | 0.62% | +911+43.0% | Added |
| Clearview Wealth Advisors LLC | 3,024 | $1.37M | 1.60% | +20+0.7% | Added |
| Castle Rock Wealth Management, LLC | 3,004 | $1.37M | 0.41% | +45+1.5% | Added |
| International Assets Investment Management, LLC | 3,006 | $1.36M | 0.17% | −9,813−76.6% | Reduced |
| First National Bank & Trust Co of Newtown | 3,001 | $1.36M | 0.29% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,992 | $1.36M | 0.42% | +1,430+91.5% | Added |
| Chase Investment Counsel Corp | 2,993 | $1.36M | 0.60% | −221−6.9% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 2,985 | $1.35M | 0.98% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 2,981 | $1.35M | 0.51% | −214−6.7% | Reduced |
| Perpetual Ltd | 2,979 | $1.35M | 0.01% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 2,975 | $1.35M | 0.35% | +2,975 | New |
| Investment Management Associates Inc | 2,974 | $1.35M | 0.52% | −178−5.6% | Reduced |
| BluePath Capital Management, LLC | 2,957 | $1.35M | 1.19% | +185+6.7% | Added |
| Covenant Asset Management, LLC | 2,957 | $1.34M | 0.37% | +76+2.6% | Added |
| TFG Advisers LLC | 2,952 | $1.34M | 0.56% | −15−0.5% | Reduced |
| Garner Asset Management Corp | 3,129 | $1.34M | 0.68% | +72+2.4% | Added |
| Retirement Planning Co of New England, Inc. | 2,921 | $1.32M | 0.60% | +29+1.0% | Added |
| Farther Finance Advisors, LLC | 2,919 | $1.32M | 0.10% | +2,083+249.2% | Added |
| Allianz Asset Management GmbH | 2,912 | $1.32M | 0.00% | −13,339−82.1% | Reduced |
| Kovack Advisors, Inc. | 2,907 | $1.32M | 0.16% | +294+11.3% | Added |
| St Germain D J Co Inc | 2,900 | $1.31M | 0.07% | +64+2.3% | Added |
| 9258 Wealth Management, LLC | 2,899 | $1.31M | 0.23% | −119−3.9% | Reduced |
| Moser Wealth Advisors, LLC | 2,898 | $1.31M | 0.84% | +23+0.8% | Added |
| Meridian Wealth Advisors, LLC | 2,896 | $1.31M | 0.29% | −72−2.4% | Reduced |
| Quantbot Technologies LP | 2,893 | $1.31M | 0.08% | −12,358−81.0% | Reduced |
| TCI Wealth Advisors, Inc. | 2,875 | $1.30M | 0.14% | +1,110+62.9% | Added |
| Cooper Financial Group | 2,865 | $1.30M | 0.24% | +182+6.8% | Added |
| Inlet Private Wealth, LLC | 2,864 | $1.30M | 0.40% | −180−5.9% | Reduced |
| ROI Financial Advisors, LLC | 2,850 | $1.29M | 1.07% | +2,850 | New |
| Wealthspire Advisors, LLC | 2,846 | $1.29M | 0.02% | +411+16.9% | Added |
| Vontobel Holding Ltd. | 2,842 | $1.29M | 0.01% | −543−16.0% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,841 | $1.29M | 0.53% | −130−4.4% | Reduced |
| Diversified, LLC | 2,814 | $1.28M | 0.28% | −260−8.5% | Reduced |
| Beaumont Asset Management, L.L.C. | 2,808 | $1.27M | 0.90% | +124+4.6% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 2,622 | $1.27M | 0.02% | +2,622 | New |
| Boit C F David | 2,760 | $1.27M | 0.72% | 00.0% | Unchanged |
| BancorpSouth Bank | 2,792 | $1.27M | 0.10% | −74−2.6% | Reduced |
| LCNB Corp | 2,778 | $1.26M | 0.50% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 2,773 | $1.26M | 0.39% | +6+0.2% | Added |
| Valley Brook Capital Group | 2,765 | $1.25M | 1.09% | +10+0.4% | Added |
| Essex Savings Bank | 2,765 | $1.25M | 0.36% | +671+32.0% | Added |
| Pitcairn Co | 2,760 | $1.25M | 0.09% | +662+31.6% | Added |
| Coastal Investment Advisors, Inc. | 2,757 | $1.25M | 0.28% | −123−4.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 2,757 | $1.25M | 0.08% | +113+4.3% | Added |
| Cassaday & Co Wealth Management LLC | 2,756 | $1.25M | 0.04% | +9+0.3% | Added |
| Excalibur Management Corp | 2,755 | $1.25M | 0.59% | −18−0.6% | Reduced |
| Centaurus Financial, Inc. | 2,753 | $1.25M | 0.09% | −91−3.2% | Reduced |
| Radnor Capital Management, LLC | 2,750 | $1.25M | 0.23% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 2,747 | $1.25M | 1.78% | −69−2.5% | Reduced |
| Signet Investment Advisory Group, Inc. | 2,745 | $1.24M | 0.75% | +20+0.7% | Added |
| Founders Financial Securities LLC | 2,731 | $1.24M | 0.14% | +529+24.0% | Added |
| Lester Murray Antman dba SimplyRich | 2,729 | $1.24M | 0.43% | +8+0.3% | Added |
| Peoples Financial Services Corp. | 2,728 | $1.24M | 0.54% | +44+1.6% | Added |
| Callahan Advisors, LLC | 2,724 | $1.23M | 0.14% | +205+8.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,720 | $1.23M | 0.74% | 00.0% | Unchanged |
| PFG Advisors | 2,713 | $1.23M | 0.10% | −12−0.4% | Reduced |
| GHP Investment Advisors, Inc. | 2,711 | $1.23M | 0.07% | +824+43.7% | Added |
| Telemus Capital, LLC | 2,701 | $1.22M | 0.10% | −160−5.6% | Reduced |
| Moneta Group Investment Advisors LLC | 2,695 | $1.22M | 0.02% | +190+7.6% | Added |
| Institute for Wealth Management, LLC. | 2,692 | $1.22M | 0.20% | −124−4.4% | Reduced |
| DB Fitzpatrick & Co, Inc | 2,690 | $1.22M | 1.17% | +369+15.9% | Added |
| Argent Advisors, Inc. | 2,689 | $1.22M | 0.53% | −28−1.0% | Reduced |
| Castlekeep Investment Advisors LLC | 2,688 | $1.22M | 0.87% | +2,688 | New |
| Pacific Wealth Strategies Group, Inc. | 2,687 | $1.22M | 1.16% | −33−1.2% | Reduced |
| Cornerstone Capital, Inc. | 2,680 | $1.21M | 0.13% | +790+41.8% | Added |
| Lokken Investment Group LLC | 2,647 | $1.20M | 0.68% | +1,366+106.6% | Added |
| Purus Wealth Management, LLC | 2,635 | $1.19M | 0.69% | +12+0.5% | Added |
| Patten Group, Inc. | 2,629 | $1.19M | 0.32% | +88+3.5% | Added |
| Legacy Financial Advisors, Inc. | 2,609 | $1.18M | 0.23% | +207+8.6% | Added |
| Crawford Fund Management, LLC | 2,600 | $1.18M | 0.99% | +2,600 | New |
| Veracity Capital LLC | 2,580 | $1.17M | 0.47% | −111−4.1% | Reduced |
| Howe & Rusling Inc | 2,579 | $1.17M | 0.12% | +50+2.0% | Added |
| First Western Trust Bank | 2,576 | $1.17M | 0.06% | −90−3.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,570 | $1.16M | 0.06% | −158−5.8% | Reduced |
| Sippican Capital Advisors | 2,559 | $1.16M | 0.91% | −14−0.5% | Reduced |
| Fairfield, Bush & Co. | 2,556 | $1.16M | 0.68% | +146+6.1% | Added |
| Fiduciary Group LLC | 2,555 | $1.16M | 0.14% | −42−1.6% | Reduced |
| Baldwin Investment Management, LLC | 2,535 | $1.15M | 0.18% | +235+10.2% | Added |
| Zega Financial, LLC | 2,528 | $1.15M | 0.48% | +2,528 | New |
| Oak Family Advisors, LLC | 2,527 | $1.15M | 0.48% | +870+52.5% | Added |
| Northwest Quadrant Wealth Management, LLC | 2,526 | $1.14M | 0.30% | +13+0.5% | Added |
| InterOcean Capital Group, LLC | 2,519 | $1.14M | 0.03% | −1,473−36.9% | Reduced |
| First Hawaiian Bank | 2,512 | $1.14M | 0.04% | −78−3.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,508 | $1.14M | 0.29% | +980+64.1% | Added |
| Wedmont Private Capital | 2,474 | $1.13M | 0.09% | +495+25.0% | Added |
| Jupiter Wealth Management LLC | 2,500 | $1.13M | 0.67% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 2,497 | $1.13M | 0.44% | +64+2.6% | Added |
| Easterly Investment Partners LLC | 2,489 | $1.13M | 0.12% | −658−20.9% | Reduced |
| Clarus Wealth Advisors | 2,453 | $1.13M | 0.67% | +2,453 | New |
| Mirabella Financial Services LLP | 2,480 | $1.12M | 0.16% | +1,937+356.7% | Added |